Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SIEMENS FONDS INVEST GMBH | COM | 951 | $4,038,613 | 21,149 | 0.00 | 0.00 | -223 | -1.04 | 03-31-2024 |
| BRYN MAWR TRUST CO | COMMON STOCK | 952 | $2,962,357 | 21,114 | 0.00 | 0.11 | 797 | 3.92 | 09-30-2023 |
| NORTHCAPE WEALTH MANAGEMENT LLC | COM | 953 | $4,021,615 | 21,060 | 0.00 | 0.00 | 5,957 | 39.44 | 03-31-2024 |
| LEO WEALTH LLC | COM | 954 | $3,480,176 | 20,985 | 0.00 | 20,985 | +Inf | 12-31-2023 |
